See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,701 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,450 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,029 | $56,972+145.8% | $182,532-23.3% | $65,185+114.8% |
| Participation rate | 88.4% | 66.5%+21.9pp | 78.0%+10.5pp | 70.2%+18.2pp |
| Annual return | 21.89% | 27.67%-5.8pp | 148.54%-126.7pp | 29.38%-7.5pp |
| Employer contribution / active EE | $4,345 | $1,615+169.1% | $4,076+6.6% | $2,177+99.6% |
| Participant deferral / active EE | $9,142 | $3,526+159.3% | $5,524+65.5% | $3,514+160.2% |
| Admin fee / account holder | $52 | $528-90.2% | $8,592-99.4% | $847-93.9% |